WIS

Wright Investors Service Portfolio holdings

AUM $331M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.33M
3
+$1.29M
4
CEO
CNOOC Limited
CEO
+$1.15M
5
SJR
Shaw Communications Inc.
SJR
+$1.08M

Top Sells

1
+$2.07M
2
+$1.88M
3
+$1.19M
4
INTC icon
Intel
INTC
+$1.14M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.12M

Sector Composition

1 Financials 21.54%
2 Industrials 12.74%
3 Healthcare 11.7%
4 Consumer Discretionary 10.03%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.57%
16,678
+1,510
52
$1.26M 0.57%
20,004
-4,736
53
$1.25M 0.57%
26,896
-513
54
$1.25M 0.57%
24,259
-1,288
55
$1.17M 0.53%
10,462
-1,144
56
$1.15M 0.52%
+5,705
57
$1.1M 0.5%
14,830
-290
58
$1.08M 0.49%
+46,345
59
$1.06M 0.48%
46,374
-49,795
60
$1.06M 0.48%
63,890
-1,050
61
$1.04M 0.47%
13,815
-5,045
62
$1.03M 0.47%
22,672
-1,202
63
$1M 0.45%
23,739
-1,145
64
$998K 0.45%
32,182
+150
65
$987K 0.45%
24,348
-5,343
66
$968K 0.44%
34,320
+1,380
67
$967K 0.44%
12,210
-1,427
68
$940K 0.43%
21,444
-1,130
69
$935K 0.42%
73,589
-4,218
70
$929K 0.42%
8,684
+3,839
71
$908K 0.41%
19,626
-1,457
72
$886K 0.4%
24,330
-8,280
73
$878K 0.4%
33,856
-872
74
$872K 0.4%
13,470
-515
75
$862K 0.39%
7,530
-205
1 2
3
4 5